Pillsbury Lake Capital LLC
Net buyer this quarter
$366M
37
+$82.6M
42.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BLZE | $21.2M | 5.80% | 2.23% | -31.7% | Q4 2025 |
 COMP | $18M | 4.91% | 0.19% | -8.9% | Q4 2025 |
 LINC | $17.8M | 4.85% | 1.12% | -6.4% | Q4 2025 |
 HNI | $16.7M | 4.55% | 0.57% | +86.6% | Q4 2025 |
 CLH | $14.8M | 4.05% | 0.09% | +116.5% | Q4 2025 |
 ETON | $14M | 3.83% | 1.37% | +6.1% | Q1 2026 |
 UTI | $13.8M | 3.75% | 0.58% | +46.2% | Q1 2026 |
 MSA | $13.4M | 3.67% | 0.20% | New | Q2 2026 |
 SLB | $13.1M | 3.56% | 0.02% | New | Q2 2026 |
 MCFT | $12.9M | 3.52% | 2.04% | New | Q2 2026 |
 CVCO | $11.5M | 3.15% | 0.24% | +19.0% | Q4 2025 |
 SRTA | $11.4M | 3.12% | 2.51% | -16.6% | Q4 2025 |
 LUXE | $10.9M | 2.97% | 1.05% | +24.3% | Q4 2025 |
 GPGI | $10.8M | 2.95% | 0.24% | +526.2% | Q4 2025 |
 KNX | $10.8M | 2.94% | 0.09% | New | Q2 2026 |
 TPB | $10.7M | 2.91% | 0.65% | -26.0% | Q4 2025 |
 BGSI | $10.5M | 2.86% | 0.40% | +12.9% | Q4 2025 |
 BBW | $10.4M | 2.83% | 2.71% | +2.8% | Q4 2025 |
 KRUS | $10.2M | 2.78% | Not reported | +49.3% | Q4 2025 |
 CARG | $10.1M | 2.76% | Not reported | New | Q2 2026 |
 WLTH | $9.16M | 2.50% | 0.69% | +55.6% | Q1 2026 |
 CROX | $9.12M | 2.49% | 0.16% | -5.3% | Q1 2026 |
 LWAY | $8.7M | 2.38% | 1.93% | New | Q2 2026 |
 AIQ | $8.38M | 2.29% | 1.18% | New | Q2 2026 |
 PDFS | $8.34M | 2.28% | 0.28% | -56.5% | Q4 2025 |
 FLYW | $8.32M | 2.27% | 0.39% | -38.6% | Q1 2026 |
 CAAP | $7.43M | 2.03% | 0.18% | New | Q2 2026 |
 BV | $7.13M | 1.95% | 0.54% | -0.8% | Q4 2025 |
 RHLD | $6.96M | 1.90% | 0.62% | New | Q2 2026 |
 SEI | $5.21M | 1.42% | Not reported | New | Q2 2026 |
 MEC | $5.12M | 1.40% | 0.54% | New | Q2 2026 |
 MGNI | $4.13M | 1.13% | 0.15% | Not reported | Q4 2025 |
 SHAZ | $2.43M | 0.66% | Not reported | New | Q2 2026 |
 CRON | $2.25M | 0.61% | 0.22% | -80.8% | Q4 2025 |
 MAMA | $1.61M | 0.44% | 0.22% | -74.2% | Q4 2025 |
 MDXG | $829K | 0.23% | 0.15% | New | Q2 2026 |
 GLXY | $283K | 0.08% | 167836.00% | New | Q2 2026 |
| Q1 2026 | |||||
| LINC | $15.5M | 7.00% | 1.20% | -46.0% | Q4 2025 |
| TPB | $14.8M | 6.67% | 0.89% | +6.1% | Q4 2025 |
| BGSI | $12.5M | 5.67% | 0.35% | +22.9% | Q4 2025 |
| BBW | $12.4M | 5.59% | 2.58% | +56.9% | Q4 2025 |
| COMP | $11.7M | 5.29% | 0.21% | +20.3% | Q4 2025 |
| SRTA | $10.9M | 4.92% | 2.99% | +31.6% | Q4 2025 |
| CRON | $10.6M | 4.79% | 1.12% | +129.6% | Q4 2025 |
| LUXE | $9.41M | 4.25% | 0.86% | -22.0% | Q4 2025 |
| ETON | $9.01M | 4.07% | 1.33% | New | Q1 2026 |
| FLYW | $8.98M | 4.06% | 0.64% | New | Q1 2026 |
| PDFS | $8.85M | 4.00% | 0.68% | -28.0% | Q4 2025 |
| KRUS | $8.27M | 3.74% | Not reported | -22.8% | Q4 2025 |
| UTI | $7.94M | 3.59% | 0.40% | New | Q1 2026 |
| CVCO | $7.64M | 3.45% | 0.20% | -38.3% | Q4 2025 |
| HNI | $7.39M | 3.34% | 0.31% | +4.7% | Q4 2025 |
 LMRI | $7.01M | 3.17% | 0.85% | New | Q1 2026 |
| BLZE | $6.77M | 3.06% | 3.26% | +13.4% | Q4 2025 |
| CROX | $6.63M | 3.00% | 0.16% | New | Q1 2026 |
| CLH | $6.57M | 2.97% | 0.04% | +1.6% | Q4 2025 |
| WLTH | $6.09M | 2.75% | 0.44% | New | Q1 2026 |
| BV | $5.97M | 2.70% | 0.54% | +3.4% | Q4 2025 |
| MAMA | $5.35M | 2.42% | 0.86% | -29.3% | Q4 2025 |
 LMB | $4.41M | 1.99% | 0.47% | New | Q1 2026 |
 CRTO | $3.82M | 1.73% | 0.43% | -53.7% | Q4 2025 |
| GPGI | $1.86M | 0.84% | 0.04% | -82.4% | Q4 2025 |
 INVE | $1.82M | 0.82% | 2.05% | -48.0% | Q4 2025 |
 NBIS | $1.03M | 0.47% | 0.00% | New | Q1 2026 |
 CBNA | $937K | 0.42% | Not reported | +46.9% | Q4 2025 |
 FLXS | $823K | 0.37% | 0.34% | New | Q1 2026 |
| Q4 2025 | |||||
| TPB | $17.4M | 6.07% | 0.84% | New | Q4 2025 |
| LINC | $17M | 5.95% | 2.23% | New | Q4 2025 |
| CVCO | $15.1M | 5.27% | 0.33% | New | Q4 2025 |
| COMP | $14.1M | 4.92% | 0.24% | New | Q4 2025 |
| BBW | $12.9M | 4.50% | 1.62% | New | Q4 2025 |
| BGSI | $12.7M | 4.45% | 0.29% | New | Q4 2025 |
| LUXE | $12.6M | 4.40% | 1.10% | New | Q4 2025 |
| GPGI | $11.9M | 4.15% | 0.49% | New | Q4 2025 |
| PDFS | $10.7M | 3.75% | 0.95% | New | Q4 2025 |
 NATL | $10.2M | 3.57% | 0.36% | New | Q4 2025 |
| SRTA | $9.52M | 3.32% | 2.29% | New | Q4 2025 |
| CRTO | $9.49M | 3.31% | 0.90% | New | Q4 2025 |
| MGNI | $9.47M | 3.31% | 0.41% | New | Q4 2025 |
| HNI | $8.88M | 3.10% | 0.46% | New | Q4 2025 |
 KRC | $8.36M | 2.92% | 0.19% | New | Q4 2025 |
| BLZE | $8.06M | 2.82% | 3.00% | New | Q4 2025 |
| KRUS | $8.04M | 2.81% | Not reported | New | Q4 2025 |
| MAMA | $6.65M | 2.32% | 1.21% | New | Q4 2025 |
 ASR | $6.48M | 2.27% | 0.01% | New | Q4 2025 |
 KSPI | $6.34M | 2.21% | 0.04% | New | Q4 2025 |
| BV | $6.21M | 2.17% | 0.52% | New | Q4 2025 |
| CLH | $5.29M | 1.85% | 0.04% | New | Q4 2025 |
| CRON | $4.84M | 1.69% | 0.48% | New | Q4 2025 |
| INVE | $3.63M | 1.27% | 3.98% | New | Q4 2025 |
 PINS | $3.58M | 1.25% | 0.11% | New | Q4 2025 |
 BXSL | $2.65M | 0.93% | 0.04% | New | Q4 2025 |
 NXDR | $2.42M | 0.84% | 0.30% | New | Q4 2025 |
| CBNA | $633K | 0.22% | Not reported | New | Q4 2025 |
 AEYE | $211K | 0.07% | 0.17% | New | Q4 2025 |